Strategy and qualification
ideal customers, funnel stages and criteria for assessing leads.
The AI Sales course explores lead generation and sales automation. Learn to organize prospect information, prepare relevant communications and connect activities to your CRM while checking data quality and results.

Sales automation works best with a clear process. This course distinguishes repetitive tasks, sales decisions and communications requiring approval.
ideal customers, funnel stages and criteria for assessing leads.
gather information from permitted sources, organize it in the CRM and verify accuracy.
initial messages, follow-ups and meeting preparation with human review.
activities, assignments, reminders, response rates and opportunity quality.
Design a demonstration flow from qualified lead to follow-up, with a CRM record, communication draft, salesperson approval and evaluation metrics.
The programme considers permitted sources, relevance and contact rules. Exercises can use fictional data without sending real messages.
The method starts from the process. Specific integrations depend on the chosen CRM’s features, permissions and available plans.
Use the form on this page to describe your needs and starting level. The school will confirm availability, duration, delivery arrangements, tool requirements and course conditions.
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